Filed June 23, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $1,425 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,877 | $54,121+5.1% | $134,143-57.6% | $73,409-22.5% |
| Participation rate | 95.3% | 64.4%+30.9pp | 72.2%+23.1pp | 72.2%+23.1pp |
| Annual return | 22.24% | -312.52%+334.8pp | 36.33%-14.1pp | 59.29%-37.1pp |
| Employer contribution / active EE | $24 | $1,402-98.3% | $3,704-99.4% | $2,234-98.9% |
| Participant deferral / active EE | $5,800 | $2,844+103.9% | $3,499+65.8% | $3,805+52.4% |
| Admin fee / account holder | $2 | $132-98.5% | $6,684-100.0% | $158-98.8% |